Latest Institutional Transactions on Ishares Gold Trust (IAU)
This table provides information on the latest institutional transactions involving Ishares Gold Trust (IAU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
187K+ 7.61% |
$8.26M - $9.47M
|
2.65M
$131M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-3.09K- 90.19% |
$136K - $156K
|
336
$16.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
484New |
$21.3K - $24.4K
|
484
$23.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.14K- 20.2% |
$139K - $159K
|
12.4K
$613K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
65+ 0.26% |
$2.86K - $3.28K
|
24.7K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-3.64K- 6.45% |
$160K - $184K
|
52.8K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-5.19K- 24.26% |
$229K - $262K
|
16.2K
$800K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.78K- 3.91% |
$78.4K - $89.8K
|
43.8K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-22- 0.25% |
$969 - $1.11K
|
8.79K
$434K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.5M- 88.7% |
$242M - $278M
|
701K
$34.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
476+ 0.61% |
$21K - $24K
|
78.9K
$3.9M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
650+ 1.9% |
$28.6K - $32.8K
|
34.8K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-340- 0.44% |
$15K - $17.2K
|
76.6K
$3.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-31K- 22.96% |
$1.37M - $1.57M
|
104K
$5.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10.8KNew |
$476K - $545K
|
10.8K
$533K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.7K+ 13.68% |
$119K - $136K
|
22.4K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
107K+ 17.93% |
$4.71M - $5.4M
|
704K
$34.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Crcm LP
San Francisco, CA |
SELL
|
- |
-804K- 98.72% |
$35.4M - $40.6M
|
10.4K
$516K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-2.37K- 47.06% |
$105K - $120K
|
2.67K
$132K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-8.68K- 14.97% |
$382K - $438K
|
49.3K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
317+ 1.1% |
$14K - $16K
|
29.2K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.35K+ 1.21% |
$104K - $119K
|
197K
$9.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
224KNew |
$9.88M - $11.3M
|
224K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
54.8KNew |
$2.42M - $2.77M
|
54.8K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
17.2K+ 5.62% |
$759K - $870K
|
324K
$16M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.8K+ 14.48% |
$168K - $192K
|
30.1K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
170K+ 26.86% |
$7.49M - $8.58M
|
803K
$39.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-15.3K- 3.6% |
$673K - $772K
|
409K
$20.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
17.3K+ 8.2% |
$762K - $874K
|
228K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
512+ 0.74% |
$22.6K - $25.9K
|
69.8K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.5K- 12.65% |
$198K - $227K
|
31.1K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.1K- 4.97% |
$976K - $1.12M
|
424K
$20.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.04K- 11.0% |
$45.7K - $52.4K
|
8.4K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
117K+ 5.21% |
$5.15M - $5.9M
|
2.36M
$117M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.96K- 11.61% |
$86.4K - $99.1K
|
14.9K
$738K
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-585- 7.13% |
$25.8K - $29.5K
|
7.62K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.6KNew |
$423K - $485K
|
9.6K
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-652- 12.71% |
$28.7K - $32.9K
|
4.48K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.74K+ 11.46% |
$76.7K - $87.9K
|
16.9K
$836K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
251K+ 2.31% |
$11.1M - $12.7M
|
11.1M
$548M
|
|
|
Nov 13, 2024
Q3 2024
|
Verger Capital Management LLC
|
SELL
|
- |
-111K- 32.31% |
$4.89M - $5.61M
|
233K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.06K+ 2.82% |
$179K - $205K
|
148K
$7.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.66K- 8.32% |
$293K - $336K
|
73.3K
$3.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-422- 0.4% |
$18.6K - $21.3K
|
104K
$5.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-58K- 9.86% |
$2.56M - $2.93M
|
530K
$26.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
170K+ 29.06% |
$7.48M - $8.58M
|
754K
$37.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.12K- 1.3% |
$49.5K - $56.7K
|
85.2K
$4.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.8K- 2.31% |
$1.14M - $1.3M
|
1.09M
$54M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
246K+ 9.09% |
$10.8M - $12.4M
|
2.95M
$146M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.05K- 0.48% |
$266K - $305K
|
1.25M
$61.6M
|